Australian Financial Complaints Authority Financial Planning, Management, Optical Jobs in All Australia

classification: Banking & Financial Services

Client experience focused
CBD location
Competitive salary

Leading financial services firm, ASX listed, fabulous office environment, supportive team opportunity for career development

18h ago

Listed one day ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$75k - $85k + Superannuation

subClassification: Financial Planning

classification: Banking & Financial Services

Growing business | Great team culture | Some WFH available.
Larger multi-faceted practice | Growth & development | Fast Paced
Implementation Focus | Fun team environment | Immediate Start

Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.

1d ago

Listed six days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Join an award winning, industry leading super fund with a strong member focus
Be a valued team member of an AFR Boss' Best Places to Work organisation
Enjoy well-being days off, a great work culture and career development

Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement

6d ago

Listed six days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Join an award winning, industry leading super fund with a strong member focus
Be a valued team member of an AFR Boss' Best Places to Work organisation
Enjoy well-being days off, a great work culture and career development

Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement

6d ago

Listed two days ago

Licensee Operations & Training Officer

at PATRICK JOHN WALFORD

This is a Full time job

$100,000 – $130,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

A National Financial Planning Firm with Offices around Australia is seeking Licensee Operations & Training Officer

2d ago

Be an early applicant

Listed two days ago

Licensee Operations & Training Officer

at PATRICK JOHN WALFORD

This is a Full time job

Brisbane QLD

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Institute of Financial Professionals Australia

A National Financial Planning Firm with Offices around Australia is seeking Licensee Operations & Training Officer

2d ago

Be an early applicant

Listed six days ago

Superannuation Technical Specialist

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Advance Recruitment Partners

Highly regarded membership association - Melbourne CBD
Flexible working arrangements, with work from home option
Supportive and collaborative environment

This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.

6d ago

Listed five days ago

Client Service Officer - Gold Coast - $80,000 plus super

This is a Full time job

Gold Coast QLD

subClassification: Financial Planning

classification: Banking & Financial Services

Join a Business that truly cares about their clients
Join a supportive and social team that values its staff
Experienced CSO with the opportunity to build a career

This business is a highly respected and diversified organisation with a great reputation, supportive team environment & flexible working arrangements

5d ago

Listed four days ago

Client Services Officer - Part Time - Richmond - Financial Planning

at FS Recruitment Solutions

This is a Part time job

Richmond, Melbourne VIC

$75,000 – $85,000FTE per year + superannuation

subClassification: Financial Planning

classification: Banking & Financial Services

Richmond location close to public transport, Approx 30 hours per week. Mix of wholesale and retail clients. WHF options also

4d ago

Listed four days ago

Wealth Advisory Client Service Officer

at FS Recruitment Solutions

This is a Full time job

$75,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Advance Recruitment Partners

Flexible, family-friendly employer, WFH 2 days, busy and varied Wealth Advisory CSO - love your job!

4d ago

Listed five days ago

Financial Adviser - Phone Based Advice

This is a Full time job

Brisbane QLD

$130,000 – $140,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Work with a solid business with a great culture
WFH Flexibility
Full back office support from CSO's and paraplanning

Join this highly regarded business and service existing clients. Flexible work environment and dedicated CSM support.

5d ago

Listed fourteen days ago

SENIOR FINANCIAL ADVISER

at Private Advertiser

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Independent Wealth Partners

Holistic Advice Model
Established National Boutique Business with own AFSL
Highly Developed Systems and Processes

This boutique AFSL is looking for an experienced client focused adviser to join its Sydney CBD team.

14d ago

Listed eleven days ago

Client Services Manager

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Advance Recruitment Partners

If you love working with great clients and want to play an integral role in the office you work in, this role is for you :)

11d ago

Listed fifteen days ago

Implementation Specialist x 2

This is a Full time job

+ Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Remote working from home model - 100%
High volume advice implementation
90,000 - 95,000 + Super

100% working from home model. Must be a Financial Advice Implementation Specialist located in Sydney.

15d ago

Listed nineteen days ago

Advice Associate

at AIA Australia Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
Flexible working + 4 extra re-charge days per year + AIA Vitality membership
Unique benefits to help you live well and enjoy life at work and at home

BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�

19d ago

Listed eighteen days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

$70,000 – $80,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Zanetti Recruitment & Consulting

Sydney CBD Location
Collaborative and supportive culture
Full Time, $70,000 - $80,000 (package subject to experience)

We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.

18d ago

Listed fifteen days ago

Client Services Officer

This is a Full time job

Brisbane QLD

Package of up to $85,000 + Benefits

subClassification: Financial Planning

classification: Banking & Financial Services

Work directly with advisers throughout the client process
A remuneration package of up to $85,000 inc. superannuation
Based in Fortitude Valley, with 1 day per week WFH

Provide professional support to the financial advice team and their clients. Part of the wealth team in a large professional services business

15d ago

Listed twenty days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Notting Hill, Melbourne VIC

Sydney CBD location close to public transport
Outstanding culture and employee benefits
Flexible working arrangement

Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.

20d ago

Listed fifteen days ago

Client Services Manager ~$80,000-$90,000 + super

at FS Recruitment Solutions

This is a Full time job

$80,000 – $90,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

15d ago

Listed fifteen days ago

Client Services Manager

at Robert Walters

This is a Full time job

$90k - $100k p.a. + yearly bonus

subClassification: Financial Planning

classification: Banking & Financial Services

at Portum Private Wealth Pty Limited

Join a growing financial planning firm located in the CBD
Support experienced Financial Advisors in implementing advice
Particular focus on superannuation administration and SMSF

Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.

15d ago

Listed fourteen days ago

Client Services Officer/Associate Para-Planner

This is a Full time job

$60,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Randstad - Banking & Financial Services

An ideal role for someone wanting to learn from experienced mentors and grow in the private wealth and advice industry.

14d ago

Listed seventeen days ago

Remediation Consultant

This is a Contract/Temp job

$90k - $91k p.a.

subClassification: Financial Planning

classification: Banking & Financial Services